Pension Planning

Pension Planning Advice

Using expert advice to help plan your pension could help you achieve greater financial freedom when you decide to stop working. Through our partnership with Schroders Personal Wealth, you could access expertise and advice on planning your pension. Expert advice can help you to:

• Start a pension.
• Consolidate your existing pension plans.
• Review the role of your wider savings and investments.
• Set an appropriate risk/return profile for any investments made.

Why Seek Pension Advice?

Ongoing pension advice from a wealth adviser could help you navigate the investments, savings, and financial products you may need to ensure a comfortable retirement.

Regular Expert Reviews of Your Pension Plan

Your pension plan will include recommendations on how much to save, which financial products may be suitable, and where to invest.

A wealth advisor will explain all the services, fees, and charges you may pay—including those from third-party products.

Your adviser will present a personalised pension plan. If you're happy to proceed, your plan will be implemented.